Divergent Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Divergent Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$17M	Buy	273,254 +9,705	+4%	+$585K	3.11%	7
2024 Q2	$15.4M	Sell	263,549 -6,793	-3%	-$399K	2.98%	7
2024 Q1	$16.4M	Sell	270,342 -52,228	-16%	-$2.96M	3.28%	7
2023 Q4	$17.9M	Buy	322,570 +3,495	+1%	+$177K	3.74%	7
2023 Q3	$15.9M	Sell	319,075 -35,170	-10%	-$1.84M	3.62%	7
2023 Q2	$18.5M	Buy	354,245 +6,230	+2%	+$310K	4.08%	6
2023 Q1	$17.4M	Buy	348,015 +4,805	+1%	+$245K	4.06%	6
2022 Q4	$16.6M	Sell	343,210 -1,530	-0.4%	-$73.9K	4.16%	6
2022 Q3	$15.1M	Sell	344,740 -18,105	-5%	-$875K	4.09%	8
2022 Q2	$16.4M	Buy	362,845 +65,440	+22%	+$3.23M	4.07%	9
2022 Q1	$16M	Buy	297,405 +48,935	+20%	+$2.61M	3.31%	9
2021 Q4	$14.1M	Sell	248,470 -50,740	-17%	-$2.82M	2.85%	10
2021 Q3	$15.7M	Buy	299,210 +70,600	+31%	+$3.8M	3.51%	9
2021 Q2	$12.3M	Buy	228,610 +955	+0.4%	+$51.6K	2.8%	10
2021 Q1	$11.9M	Sell	227,655 -20,845	-8%	-$1.04M	2.8%	10
2020 Q4	$11.4M	Sell	248,500 -74,360	-23%	-$3.13M	2.94%	10
2020 Q3	$12M	Sell	322,860 -505,425	-61%	-$18.9M	3.23%	10
2020 Q2	$29.5M	Sell	828,285 -577,250	-41%	-$19.2M	8.66%	5
2020 Q1	$40.4M	Buy	1,405,535 +792,150	+129%	+$29.5M	14.38%	3
2019 Q4	$25.2M	Sell	613,385 -133,575	-18%	-$5.29M	7.43%	5
2019 Q3	$28.9M	Buy	746,960 +158,590	+27%	+$6.09M	8.94%	5
2019 Q2	$22.9M	Sell	588,370 -96,590	-14%	-$3.7M	7.28%	6
2019 Q1	$25.9M	Sell	684,960 -189,425	-22%	-$7M	8.63%	5
2018 Q4	$29M	Buy	874,385 +367,450	+72%	+$13.4M	10.77%	3
2018 Q3	$19.9M	Sell	506,935 -105,555	-17%	-$4.24M	6.86%	6
2018 Q2	$23.9M	Buy	612,490 +20,205	+3%	+$781K	8.6%	5
2018 Q1	$22.2M	Buy	592,285 +129,405	+28%	+$4.95M	8.32%	5
2017 Q4	$17.5M	Buy	+462,880	New	+$17.1M	7.43%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Divergent Wealth Advisors's IJH Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q3 2024, buying an estimated $585K and bringing the position to 273,254 shares worth $17M. The position accounts for 3.11% of the portfolio, ranked #7.

Divergent Wealth Advisors first reported a position in IJH in Q4 2017 and has held it in 28 quarters since. The position peaked at $40.4M in Q1 2020. 2,304 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Divergent Wealth Advisors held 273,254 shares of iShares Core S&P Mid-Cap ETF worth $17M as of Q3 2024.
Divergent Wealth Advisors bought 9,705 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $585K.
iShares Core S&P Mid-Cap ETF made up 3.11% of Divergent Wealth Advisors's portfolio in Q3 2024, its #7 holding.
Divergent Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
Divergent Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $40.4M in Q1 2020.
2,304 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.